WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$12.5M
3
+$9.99M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$7.83M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$7.76M

Top Sells

1
+$5.97M
2
+$4.75M
3
+$4.45M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.42M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.98M

Sector Composition

1 Technology 9.91%
2 Financials 6.05%
3 Healthcare 5.35%
4 Industrials 3.46%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
159
+44
2002
$3K ﹤0.01%
323
-51
2003
$3K ﹤0.01%
96
-70
2004
$3K ﹤0.01%
112
-13
2005
$3K ﹤0.01%
315
+278
2006
$3K ﹤0.01%
68
+21
2007
$3K ﹤0.01%
50
-144
2008
$3K ﹤0.01%
17
2009
$3K ﹤0.01%
41
+13
2010
$3K ﹤0.01%
96
-78
2011
$3K ﹤0.01%
+1,363
2012
$3K ﹤0.01%
101
+92
2013
$3K ﹤0.01%
408
-105
2014
$3K ﹤0.01%
45
-3
2015
$3K ﹤0.01%
25
+4
2016
$3K ﹤0.01%
44
-7
2017
$3K ﹤0.01%
600
2018
$3K ﹤0.01%
94
2019
$3K ﹤0.01%
78
+24
2020
$3K ﹤0.01%
77
-159
2021
$3K ﹤0.01%
264
+100
2022
$3K ﹤0.01%
125
2023
$3K ﹤0.01%
250
-146
2024
$3K ﹤0.01%
49
-28
2025
$3K ﹤0.01%
144
+32
79 80
81
82 83